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Senior IFA Administrator

Page Personnel Secretarial & Business Support
Posted 4 days ago, valid for a month
Location

Hove, East Sussex BN3 7EX, England

Salary

£28,000 - £33,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exceptional opportunity for a detail-oriented Senior IFA Administrator has arisen within the Financial Services industry in Hove.
  • The role requires a robust understanding of Banking & Financial Services, with responsibilities including processing transactions and delivering customer service.
  • Candidates should possess excellent communication skills, a high level of accuracy, and proficiency in financial software and MS Office.
  • The position offers a competitive salary range of approximately £28,000 to £33,000 per annum and the chance to work in a supportive environment.
  • Applicants are encouraged to apply if they have relevant experience and are eager to grow within the Financial Services sector.

An exceptional opportunity has arisen for a detail-oriented Senior IFA Administrator within the Financial Services industry. This role, based in Hove, requires a dedicated individual with a robust understanding of Banking & Financial Services.

Client Details

Our client is a well-established entity in the Financial Services sector, boasting a sizeable team of skilled professionals. They are committed to delivering top-notch financial solutions and have a strong presence in the UK market.

Description

  • Efficiently process and monitor new and existing business transactions
  • Deliver exceptional customer service, handling queries with professionalism
  • Maintain and update client records, ensuring data accuracy
  • Liaise regularly with product providers and clients
  • Support the financial advisors in preparing client reviews and reports
  • Keep up-to-date with changes within the financial services industry
  • Comply with all company and regulatory guidelines

Profile

A successful 'Senior IFA Administrator' should have:

  • A solid understanding of the Financial Services sector
  • Excellent customer service and communication skills
  • Proficiency in handling administrative tasks within a Banking & Financial Services environment
  • High level of accuracy and attention to detail
  • Proficiency in using financial software and MS Office suite

Job Offer

  • Competitive salary range of approximately £28,000 to £33,000 per annum
  • The chance to work in a team-oriented, supportive environment
  • Opportunity to grow and develop skills within the Financial Services industry
  • Convenient location in HOVE

If you're a team player, eager to build your career in the Financial Services industry, and you match the criteria outlined, we encourage you to apply for this Senior IFA Administrator position today.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.